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To: Judy who wrote (15172)	1/27/1998 2:15:00 AM
From: Johnny Canuck	Respond to of 68204

Judy, This was not quite the announcement that was expected this morning as far as I can tell. Some analysts were expecting NN to divest themselves of some of the former UB Networks assets to COMS. The announcement is consistent with what NN has said in the past though, that the enterprise space is an integral part of their long term strategy. It does mean that in short term the bleeding from this division will continue. The earnings release should tell us if they have been able to reverse some of the bleeding this quarter. The possible weakness in frame relay sales should keep them on the defensive too. Harry

To: Judy who wrote (15172)	1/27/1998 10:23:00 AM
From: broken_cookie	Respond to of 68204

Hi Judy, LU announced product to compete with CIEN at 40% less cost. There will be a conference call today about this.

To: Judy who wrote (15172)	1/27/1998 11:21:00 AM
From: broken_cookie	Read Replies (1) \| Respond to of 68204

Judy, Some news on NN. From the street . com Cisco, the networking industry leader, won a "major order" for its StrataCom BPX asynchronous transfer mode, or ATM, switches from US West Communications (USW:NYSE), according to a morning report from UBS Securities. The news in the UBS report has not been widely disseminated. In winning the contract, Cisco knocked out Newbridge Networks (NN:NYSE), the "incumbent" at US West.